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Senior Reporting Analyst

3 months ago

Knoxville, Tennessee, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

Excited to learn more? If so, then this could be the role for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Senior Reporting Analyst in Advisory Operations supports the business by coordinating metrics development, staffing and capacity plans, performance management creation, and solving highly complex measuring issues with internal partners, developing business and technical solutions, and collaborating in cross-functional teams. This role is a metrics and capacity measuring expert in all areas of workflow and measurement analysis.

Responsibilities:

  • Communicating measurement analysis in writing and verbally to management and internal/external business partners, including Senior level leadership.
  • Communicating with management and staff regarding missing/lacking measurement criteria, historical data requests, incorrect data, production updates, the effects of operational changes and issues, and system functionality and ensure correct data is being collected, analyzed.
  • Coordinating and participating in Performance and Data Recon departments through capacity planning measurement both written and verbal.
  • Identifying capacity plans, headcount analysis, performance measures that will used to make strategic management decisions.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • Proven track record of delivering staffing models including model creation
  • Understanding of complex data analysis measurements
  • Familiarity with user acceptance testing (UAT) and success measurements
  • Basic understanding of time- and money- weighted performance calculation
  • Hyperion and other headcount tracking Knowledge
  • Experience in workforce management

Core Competencies:

  • Strong attention to detail and process orientation with a proactive approach to solving and preventing problems
  • Strong verbal and written communication skills; ability to communicate effectively to various levels throughout the organization including senior leadership
  • Superior financial budget, and operational process planning and predictability
  • Experience in creating and facilitating presentations, PowerPoint development/ telling an effective story through data measurement and display.

Preferences:

  • FINRA SIE/Series 99 preferred
  • Hyperion Essbase /Basic Bloomberg knowledge preferred
  • Knowledge of Agile project management
  • Proficient in Microsoft suite (WORD, PowerPoint, Excel, etc.)
  • Understanding of root cause analysis
  • JIRA Issue & project tracking

Pay Range:

/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

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Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at